Spartan Planning & Wealth Management’s JPMorgan Chase JPM Stock Holding History

Spartan Planning & Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$886K	Sell	3,012 -3,247	-52%	-$985K	0.66%	25
2025 Q4	$2.02M	Buy	6,259 +795	+15%	+$246K	1.49%	15
2025 Q3	$1.72M	Buy	5,464 +8	+0.1%	+$2.38K	1.35%	19
2025 Q2	$1.58M	Sell	5,456 -82	-1%	-$20.9K	1.35%	17
2025 Q1	$1.36M	Sell	5,538 -189	-3%	-$48.2K	1.32%	20
2024 Q4	$1.37M	Buy	+5,727	New	+$1.33M	1.25%	22
2023 Q4	$643K	Buy	3,780 +2,722	+257%	+$413K	0.69%	26
2023 Q3	$153K	Buy	+1,058	New	+$159K	0.18%	68
2022 Q4	$236K	Buy	+1,758	New	+$223K	0.29%	53

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spartan Planning & Wealth Management's JPM Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its JPMorgan Chase (JPM) stake by 52% in Q1 2026, selling an estimated $985K and leaving 3,012 shares worth $886K. The position accounts for 0.66% of the portfolio, ranked #25.

Spartan Planning & Wealth Management first reported a position in JPM in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.02M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Spartan Planning & Wealth Management held 3,012 shares of JPMorgan Chase worth $886K as of Q1 2026.
Spartan Planning & Wealth Management sold 3,247 JPMorgan Chase shares in Q1 2026, an estimated $985K.
JPMorgan Chase made up 0.66% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #25 holding.
Spartan Planning & Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's JPMorgan Chase position peaked at $2.02M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.